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Invesco CurrencyShares Swiss Franc Trust

42 hedge funds and large institutions have $41.9M invested in Invesco CurrencyShares Swiss Franc Trust in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

7% more capital invested

Capital invested by funds: $39.1M → $41.9M (+$2.81M)

5% more funds holding

Funds holding: 4042 (+2)

4.72% more ownership

Funds ownership: 24.82%29.54% (+4.7%)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

41% less call options, than puts

Call options by funds: $900K | Put options by funds: $1.53M

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
10
Closed
4
Calls
$900K
Puts
$1.53M
Net Calls
-$626K
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$254K +$263K +2,597 New
OIA
27
OneDigital Investment Advisors
Kansas
$235K +$243K +2,398 New
BEAM
28
Baker Ellis Asset Management
Washington
$206K
US Bancorp
29
US Bancorp
Minnesota
$177K
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$147K
KFI
31
Key Financial Inc
Pennsylvania
$117K
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$76K
Comerica Bank
33
Comerica Bank
Texas
$45.1K
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.9K +$27K +267 +685%
HNB
35
Huntington National Bank
Ohio
$19K
NSIM
36
North Star Investment Management
Illinois
$12.2K
Osaic Holdings
37
Osaic Holdings
Arizona
$10.3K
OLVIG
38
Oliver Lagore Vanvalin Investment Group
Michigan
$7.14K +$7.29K +72 +7,200%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$5K
PA
40
PSI Advisors
Florida
$1.96K
Bank of America
41
Bank of America
North Carolina
$979 -$496K -4,900 -100%
CFGS
42
Concourse Financial Group Securities
Alabama
$979
MCM
43
MAI Capital Management
Ohio
$392 +$405 +4 New
NL
44
NVWM LLC
Pennsylvania
-$871K -8,291 Closed
Wolverine Trading
45
Wolverine Trading
Illinois
-$353K -3,334 Closed
GM
46
GeoWealth Management
Illinois
-$78K -743 Closed
SPIA
47
Steward Partners Investment Advisory
New York
-$2.63K -25 Closed

FXF Hedge Fund Activity: Q4 2024 in Review

42 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Swiss Franc Trust (FXF) for Q4 2024, worth a combined $41.9M — up 7.2% from $39.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FXF positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Ashton Thomas Private Wealth, opening a new position worth an estimated $6.76M. The largest seller was Wells Fargo, cutting an estimated $1.24M.

  • 42 institutional investors held Invesco CurrencyShares Swiss Franc Trust (FXF) as of Q4 2024, up from 40 in Q3 2024.
  • Funds reported $41.9M of Invesco CurrencyShares Swiss Franc Trust stock for Q4 2024, up 7.2% quarter-over-quarter.
  • 6 funds opened new Invesco CurrencyShares Swiss Franc Trust positions in Q4 2024 and 4 closed out, a net change of +2 holders.
  • The largest Invesco CurrencyShares Swiss Franc Trust buyer in Q4 2024 was Ashton Thomas Private Wealth, an estimated $6.76M added.
  • The largest Invesco CurrencyShares Swiss Franc Trust seller in Q4 2024 was Wells Fargo, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2024.